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American Express

1,205 hedge funds and large institutions have $80.9B invested in American Express in 2013 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 356 increasing their positions, 517 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,205
Holders Change
+90
Holders Change %
+8.07%
% of All Funds
35%
Holding in Top 10
86
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+56.36%
% of All Funds
2.5%
New
151
Increased
356
Reduced
517
Closed
50
Calls
$701M
Puts
$833M
Net Calls
-$132M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
901
ALPS Advisors
Colorado
$541K +$262K +3,080 +94%
TH
902
TCTC Holdings
Texas
$540K -$45.3K -500 -8%
FBP
903
Flippin Bruce & Porter
Virginia
$536K -$4.54K -50 -0.8%
RCAG
904
Rehmann Capital Advisory Group
Michigan
$536K +$169K +1,862 +46%
MGIA
905
Moneta Group Investment Advisors
Missouri
$535K +$36.3K +400 +7%
FM
906
Forward Management
California
$525K -$1.18K -13 -0.2%
TRCT
907
Tower Research Capital (TRC)
New York
$525K +$333K +3,673 +174%
CAG
908
Crestwood Advisors Group
Massachusetts
$524K -$18.1K -199 -3%
BDF
909
Balasa Dinverno & Foltz
$523K -$3.63K -40 -0.7%
Fuller & Thaler Asset Management
910
Fuller & Thaler Asset Management
California
$519K -$1.06M -11,700 -67%
HC
911
Highmount Capital
New York
$518K -$649K -7,156 -56%
SNT
912
Security National Trust
West Virginia
$515K +$191K +2,100 +59%
HHGA
913
Halbert Hargrove Global Advisors
California
$515K +$515K +5,678 New
FCCM
914
First City Capital Management
Georgia
$514K -$13.6K -150 -3%
CCM
915
Chilton Capital Management
Texas
$512K
IH
916
IFC Holdings
Florida
$509K +$1.6K +18 +0.3%
AIC
917
Atlantic Investment Company
Georgia
$509K +$8.16K +90 +2%
SPC
918
Stewart & Patten Company
California
$508K
PL
919
Parkwood LLC
Ohio
$507K +$507K +5,588 New
CS
920
Cannell & Spears
New York
$506K
EIM
921
Emerson Investment Management
Massachusetts
$505K +$56.7K +625 +13%
SIM
922
SSI Investment Management
California
$505K +$505K +5,562 New
TL
923
Tirschwell & Loewy
New York
$504K
JFGIW
924
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$503K -$317K -3,495 -39%
FHC
925
First Heartland Consultants
Missouri
$502K